Marc-André Fongern

Marc-André Fongern

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Equity L/S, Rates & Option Vol. London expat. Not mincing words.

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Marc-André Fongern

⚠️ Another warning sign, and a big one at that! The more loudly distressed funds celebrate opportunity, the more quietly risk has already spread. If you don’t wake up now, when will you!?

Marc-André Fongern

Risks galore? Hormuz is closed. Bab el-Mandeb is next. Two chokepoints. One energy artery. If the Houthis pull the trigger, Saudi Arabia cannot export a single barrel by sea. The market hasn't priced that. It hasn't even imagined it. Simply put: a deal needs to be struck ASAP!

Marc-André Fongern

Oh, bloody hell! Another one. Deutsche Bank flags $30B private credit exposure. Everyone watching the Iran war, while the most opaque credit market on earth starts to crack. Sometimes the real crisis isn’t the one on TV.

Marc-André Fongern

Everyone talking Iran. Meanwhile: JP Morgan quietly cutting private credit valuations. Pay attention to the quiet warnings.

Marc-André Fongern

JP Morgan calls the bank selloff “overdone.” With Iran war risks shifting hourly, that sounds less like analysis and more like wishful thinking.

Marc-André Fongern

Sky-high valuations, wild volatility, big questions about who actually wins (and who gets crushed) by AI… plus macro nerves still lurking. This isn’t diamond hands season. It’s “maybe I’ll just sit in cash” vibes.

Marc-André Fongern

Tech stocks stumble as AMD tumbles, reminding investors that AI hype alone can’t carry valuations. Reality check: not every chip is a goldmine.

Marc-André Fongern

⚠️ No matter whether it's Bitcoin, gold or metals in general, such massive, abnormal swings in prices are a warning sign you should take very seriously.

Marc-André Fongern

Money’s back in stocks. Global equity funds just saw their biggest weekly inflows in 3.5 months. Looks like the sidelines are emptying.

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